Independent wealth management firm offering customized solutions for investment diversification, responsible investing, tax optimization, and estate planning.
B
CSR Analysis score
The organization is among the top 20% of most committed organizations, excluding the top 5%, among comparable organizations.
+160,000
Total organizations analyzedAnalysis by axis
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Methodology: Score calculated according to 6 CSR themes (Carbon, Biodiversity, Circular Economy, Sustainable Investments, Governance, Social Impact)
Sources: Public data, CSR reports, documented initiatives, official databases
Last update: March 2026
This analysis is not yet available in English. Please see the French version.
Leading organizations
Audacia
A
Independent asset management company offering innovative and diversified investment solutions for private investors, family offices, and institutional investors.
Cleerly
A
Providing personalized wealth management solutions for investment, savings, and retirement planning.
Socoa Conseil
B
Financial and real estate investment advisory services for wealth management, including tax optimization, inheritance planning, and socially responsible investments.
Initiatives identified among leaders
Investissement dans des entreprises prometteuses pour une croissance durable
“Audacia investit dans des entreprises prometteuses...” - AudaciaExclure les actifs impliqués dans l'extraction de combustibles fossiles
“Cleerly exclut les actifs impliqués dans l'extract...” - Cleerlyinvestissement dans des technologies de décarbonation
“Investissement dans des technologies de décarbonat...” - Audacia34% of similar organizations communicate on CSR issues
+713 initiatives collected from 50 similar organizations
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